FullCircle Wealth’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Hold
9,600
0.18% 147
2025
Q1
$483K Hold
9,600
0.2% 132
2024
Q4
$485K Buy
9,600
+1,000
+12% +$50.5K 0.2% 133
2024
Q3
$435K Buy
+8,600
New +$435K 0.2% 130